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"Efficient Portfolio Management": A Guide To Effective Investment Supervision Processes

"Efficient Portfolio Management": A Guide To Effective Investment Supervision Processes | investment

In practice, it is essential to take an integrated approach to clients' wealth management and investment supervision activities.  The integration is based upon expressly recognizing the three major components of this process:  wealth planning, investment supervision, and portfolio accounting and reporting.  Each component is now examined in turn.

 

I  The Investment Process:  Wealth Planning

Although often a convenient starting point for any investment relationship, the planning phase is really a continuous and dynamic process that requires ongoing review and refinement as client needs and objectives change.  It is during this phase that investment supervisors assist their clients in a determination of client goals, objectives, and constraints.  The importance of this
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